Engagement Planning21% of the exam
Activity plans: goals, measures, review and jobs
How to build an Agentforce Life Sciences activity plan for a territory: plan types, the time period, territory, goal and measure records, provider activity measure types, the three-stage review with its thresholds and Review tab, the batch jobs that activate plans and calculate progress, and in-cycle goal adjustments.
Given a scenario, configure and define an Activity Plan for a specific territory, and set up review processes and progress tracking.
~8 min read · 18 practice questions
What the exam expects
- Choose the plan type from how activities should count.
- Assemble the records a territory plan needs.
- Configure a provider activity measure type.
- Set up review thresholds, the Review tab, ratings and the role check.
- Pick the batch job or setting that tracks progress, and adjust goals mid-cycle.
Key terms:
- Activity plan: a set of activity goals for reps over a time period, used with Usage Type Provider Plan Cycle.
- Provider Activity Goal: an HCP account's overall target in one plan.
- Provider Activity Goal Measure: the target for one activity type for that account.
- Provider activity measure type: which records count as an activity, and when as scheduled or completed.
- Activity Plan Review: the Employee, Manager and Admin review stages before a plan goes live.
Key facts
Weight range
- Detail
- 0.01 to 9.99 per activity type or channel-product combination
Weighted plans per territory
- Detail
- Only one
Products per activity type
- Detail
- Maximum of ten at a time
Activity Type Field and Value
- Detail
- Optional since Spring '26; blank = aggregate tracking
Review tab plan types
- Detail
- Account Goal only
Rating field
- Detail
- Picklist on Account or Provider Account Territory Info
Goal-measure job cadence
- Detail
- Hourly; active plans, or up to three inactive plans
Working Day Count
- Detail
- Rounded to nearest 0.5 day; shared plans excluded
Default Batch Size
- Detail
- 1,000
Sources for this section (8)
- Create Activity Planshelp.salesforce.com (opens in a new tab)
- Product Goal Measureshelp.salesforce.com (opens in a new tab)
- Updated Activity Measure Workflowhelp.salesforce.com (opens in a new tab)
- Measure Typeshelp.salesforce.com (opens in a new tab)
- Activity Plan Reviewhelp.salesforce.com (opens in a new tab)
- Ratings, Lists, and Filtershelp.salesforce.com (opens in a new tab)
- Batch Jobshelp.salesforce.com (opens in a new tab)
- Resolve Issueshelp.salesforce.com (opens in a new tab)
- How many Weighted Territory Goals plans should one territory contain?
- When can a rep not raise an Activity Plan Adjustment Request?
- Why would you lower Batch Size in Activity Plan Configuration?
- How does the working-days job round an activity plan's Working Day Count?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Life Sciences Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 21 lessons of the Agentforce Life Sciences Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (18 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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